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BCS Wealth Management’s Visa V Stock Holding History

BCS Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$674K Buy
1,965
+271
+16% +$87K 0.12% 143
2026
Q1 		$512K Sell
1,694
-1,954
-54% -$628K 0.1% 157
2025
Q4 		$1.28M Buy
3,648
+1,912
+110% +$651K 0.13% 136
2025
Q3 		$593K Sell
1,736
-1,075
-38% -$372K 0.13% 136
2025
Q2 		$998K Buy
2,811
+1,115
+66% +$389K 0.21% 93
2025
Q1 		$594K Sell
1,696
-564
-25% -$191K 0.15% 128
2024
Q4 		$714K Sell
2,260
-4
-0.2% -$1.2K 0.18% 114
2024
Q3 		$623K Buy
2,264
+670
+42% +$181K 0.26% 79
2024
Q2 		$418K Buy
1,594
+14
+0.9% +$3.84K 0.2% 101
2024
Q1 		$441K Sell
1,580
-5
-0.3% -$1.38K 0.14% 148
2023
Q4 		$413K Hold
1,585
– – 0.15% 138
2023
Q3 		$365K Buy
1,585
+300
+23% +$72.1K 0.15% 131
2023
Q2 		$305K Buy
+1,285
New +$294K 0.22% 86
2023
Q1 		– Sell
-1,300
Closed -$270K – 199
2022
Q4 		$270K Hold
1,300
– – 0.11% 154
2022
Q3 		$231K Sell
1,300
-549
-30% -$112K 0.11% 160
2022
Q2 		$364K Buy
1,849
+578
+45% +$119K 0.16% 120
2022
Q1 		$282K Sell
1,271
-796
-39% -$172K 0.12% 154
2021
Q4 		$448K Buy
2,067
+796
+63% +$171K 0.16% 116
2021
Q3 		$283K Buy
+1,271
New +$298K 0.12% 143
2021
Q2 		– Sell
-1,301
Closed -$275K – 161
2021
Q1 		$275K Sell
1,301
-55
-4% -$11.6K 0.13% 127
2020
Q4 		$297K Buy
1,356
+12
+0.9% +$2.46K 0.15% 108
2020
Q3 		$269K Buy
1,344
+5
+0.4% +$999 0.15% 106
2020
Q2 		$259K Buy
+1,339
New +$245K 0.16% 104
2020
Q1 		– Sell
-1,259
Closed -$237K – 124
2019
Q4 		$237K Buy
+1,259
New +$227K 0.16% 99

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BCS Wealth Management's V Position: Q2 2026 in Review

BCS Wealth Management increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $87K and bringing the position to 1,965 shares worth $674K. The position accounts for 0.12% of the portfolio, ranked #143.

BCS Wealth Management first reported a position in V in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BCS Wealth Management held 1,965 shares of Visa worth $674K as of Q2 2026.
  • BCS Wealth Management bought 271 Visa shares in Q2 2026, an estimated $87K.
  • Visa made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #143 holding.
  • BCS Wealth Management first reported a position in Visa in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Visa position peaked at $1.28M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.